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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,844 | $90,691-94.7% | $76,119-93.6% | $145,884-96.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 17.68% | 624.52%-606.8pp | 361.25%-343.6pp | 551.85%-534.2pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,650 | $5,167-68.1% | $4,259-61.3% | $6,690-75.3% |
| Admin fee / account holder | $413 | $8,383-95.1% | $6,421-93.6% | $13,392-96.9% |